Courtney Fraser

Wealth Manager

Courtney Fraser is a Wealth Manager, specializing in college planning, required minimum distributions, and Roth conversions.

She is also a portfolio manager who rebalances portfolios as well as trades in response to client cash flow needs. She is currently studying to receive additional credentials and designations.

Courtney graduated from Virginia Tech and holds a B.S. in Applied Economic Management with a concentration in Financial Planning. She first came to the firm as an intern in 2015 and joined the firm full-time in 2016. During her time at Virginia Tech, Courtney was an active member in the Virginia Tech collegiate chapter of the Financial Planning Association and was a recipient of the FSP Excellence in Financial Education Award.

Courtney currently lives in Charlottesville and in her spare times she enjoys reading; horseback riding; walking her dog, Emma; and spending time with her friends and family.


Specialties


Latest Articles

Three Strategies to Avoid Private Mortgage Insurance
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Avoiding PMI, if possible, is better for your long-term finances. Here are three strategies to avoid PMI.

What is Private Mortgage Insurance?
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PMI does not provide you, the borrower, any protection.

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